1. Launch
- Identify available CX data and documentation (i.e customer segmentation, web analytics, etc)
- Identify current leading and lagging business metrics
2. Customer View
- One-on-one or small group interviews with current and prospective customers to understand key decision moments
- Large scale customer survey to confirm key decision making moments and factors
3. Decision Factor Analysis
- Explore correlations between customer experiential factors and business metrics
- Estimate business impact of customer experience factors on business metrics
- Summarize key CX decision factors and business impacts